Access your Fund Management Page

Fund Management Terminology

Fund Status: Whether the fund designation is active or inactive.

Parent Fund: The primary fund under which other funds (sub-funds) can be grouped. For example: Your church sends missionaries across the globe. Create a parent-fund called Missionaries and sub-funds for each individual missionary.

Sub-Fund: A fund organized beneath a parent fund.

Fund Name: How the fund designation will display to givers. Choose something recognizable!

Start / End Date: Control when the fund designation is available for giver use.

Hide from Kiosk: Checking the Hide from Kiosk box will make the fund you’re adding visible only when choosing the fund within your form settings. This allows you to create a fund specifically for your event registration, donation, or fundraising form, without the fund appearing on your giving portal.